ACM
Alethea Capital Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,099
| Closed | -$390K | – | 45 |
|
|
2023
Q3 | $390K | Buy |
+6,099
| New | +$390K | 0.48% | 23 |
|
|
2020
Q4 | – | Sell |
-26,417
| Closed | -$1.63M | – | 81 |
|
|
2020
Q3 | $1.63M | Buy |
26,417
+18,238
| +223% | +$1.12M | 1.1% | 10 |
|
|
2020
Q2 | $504K | Buy |
+8,179
| New | +$504K | 0.29% | 38 |
|
|
2018
Q3 | – | Sell |
-10,679
| Closed | -$473K | – | 80 |
|
|
2018
Q2 | $473K | Buy |
+10,679
| New | +$473K | 0.81% | 38 |
|
|
2017
Q1 | – | Sell |
-34,915
| Closed | -$2.16M | – | 80 |
|
|
2016
Q4 | $2.16M | Buy |
+34,915
| New | +$2.16M | 2.72% | 6 |
|